Today’s episode on end of life paperwork was inspired by my father. A few years ago, we met with my brothers and my father’s accountant and attorney. My parents are middle class, perhaps upper middle class (I really don’t know how you calculate that!) I share this because I’ve seen this misconception a few times about people thinking estate planning is only for the rich. That is definitely not true!

One of the greatest gifts you can give family is the gift of preparing for your death. While my father had prepared his wishes, my mother hadn’t. She just didn’t want to talk about it. When she died we had to make decisions for her. As an example, she didn’t say how she wanted to be buried. My father said they had had conversations of cremation and so we went that route. While she had already moved on to the next great adventure, it was important to us to honor her wishes and we weren’t clear on that. We did the best that we could and are okay with that. However, it’s challenging to make decisions of this magnitude when you’re grieving. You give the gift of peace of mind to your loved ones when you plan you paperwork.

Take actions from today’s declutter your life podcast on end of life paperwork:

  • Determine categories of important paperwork
  • Gather all your important documents
  • Create a system to organize your paperwork
  • Have an index for all your records
  • Label clearly
  • Tell people where your important documents are located and how to access

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